ODIJL
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One Day In July LLC’s Capital Group Core Balanced ETF CGBL Stock Holding History

One Day In July LLC’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,864
Closed -$202K – 168
2026
Q1 		$202K Buy
+5,864
New +$210K 0.02% 153

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Raymond James Financial
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Cetera Investment Advisers
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FFS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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One Day In July LLC's CGBL Position: Q2 2026 in Review

One Day In July LLC sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2026, closing a stake of 5,864 shares — an estimated $202K sold.

One Day In July LLC first reported a position in CGBL in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • One Day In July LLC reported no remaining Capital Group Core Balanced ETF position as of Q2 2026 after selling out during the quarter.
  • One Day In July LLC sold 5,864 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $202K.
  • One Day In July LLC first reported a position in Capital Group Core Balanced ETF in Q1 2026 and held it in 1 quarter.
  • One Day In July LLC's Capital Group Core Balanced ETF position peaked at $202K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.